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In General
1. MAINTAIN MATERIAL EQUALITY, unless sacrificing for an attack.
2. Ask yourself, "WHAT IS MY OPPONENT THREATENING?"
3. Look for THREATS on the ENEMY CAMP.
The Opening
4. OPEN WITH A CENTER PAWN (e, d, or c pawn), and PLAY FOR CONTROL OF THE CENTER (d4, e4, d5,
e5).
5. MOVE BOTH CENTER PAWNS TWO SQUARES as soon as safely possible.
6. DON'T MOVE MORE THAN 3 PAWNS in the opening. Usually, the opening is over when you have
castled and your R's are "talking" (connected on your 1st rank!).
7. MOVE KNIGHTS BEFORE BISHOPS, and KNIGHTS AND BISHOPS BEFORE ROOKS.
8. DON'T MOVE THE SAME PIECE TWICE--except for equal trades toward the center. (Instead,
develop: move pieces safely toward the center, castle, connect Rooks, and attack.)
9. CASTLE EARLY (between move 4 and 20). Don't move pawns in front of your castled King until the
end game--unless you must defend.
10. DON'T MOVE YOUR QUEEN EARLY--when you move the Q, be sure it can not be attacked
immediately by enemy P's, N's, B's, or R's.
The Middle Game
11. GAIN SPACE ON YOUR OPPONENT'S SIDE OF THE BOARD--opportunities for tactics/tricks, increase
as you gain space.
12. DON'T ALLOW YOUR OPPONENT TO GAIN SPACE in your territory--especially the enemy Knights!
13. USE PAWN LEVERS (pawn pushes and captures) to open files and diagonals.
14. MOVE ROOKS TO OPEN FILES; DOUBLE R's ON OPEN FILES; MOVE R's TO THE 7TH RANK; DOUBLE
R's ON THE 7TH RANK. MOVE BISHOPS TO OPEN DIAGONALS and KNIGHTS TO SAFE OUTPOSTS.
15. MAKE DOUBLED PAWNS, ISOLATED PAWNS, and BACKWARD PAWNS in your opponent's position,
and ATTACK them. Avoid them in your position.
16. MAKE PASSED PAWNS and threaten to promote them to Queens.
17. TRADE PIECES (Q's, R's, B's, and N's) WHEN AHEAD IN MATERIAL. AVOID TRADING PIECES WHEN
BEHIND IN MATERIAL--instead, trade pawns when behind.
18. ATTACK THE ENEMY KING WITH CHECKMATING THREATS.
The End Game
19. MOVE THE KING TO THE CENTER when safe, and USE THE KING AS AN ATTACKING PIECE. The end
game is usually considered to begin when each side has only a King, 1 or 2 pieces, and pawns.
Position after
17. Rd8 mate!
Because of this, our knowledge and experience creates familiar positions in which we select our
moves and satisfy our objectives.
These positions we call “SCHEMES”.
The many schemes that we formulate are very much inter-related. These “little plans” constitute the basic
means of Evaluation and Planning.
1. WHAT IS EVALUATION OR ANALYSIS?
Evaluation or Analysis is the sum total of the many aspects of a given chess position. It is like
identifying the different functions and comparisons of the pawns and pieces.
2. WHY DO WE NEED TO EVALUATE OR ANALYSE A POSITION?
The need to know the details of a chess position will be your basis on how to formulate a plan in
the middle game.
3. WHEN DO WE EVALUATE OR ANALYSE?
Normally we calculate moves over the board and we choose our moves based upon our
knowledge and experience. This knowledge and experience came from our games and the guiding rules
and principles that we have learned when we knew our first steps in chess.
As a rule we must evaluate right after the opening after we have completed our development of
the pieces and castled our king to safety.
4. HOW DO WE EVALUATE OR ANALYSE A POSITION?
Actually there are two kinds of analysis, namely CONCRETE and GENERAL.
Concrete analysis is when we think of moves and trying to satisfy ourselves on what we see in
our calculation. This is normally done when tactics are involved. Done when it’s our move.
General analysis is when we ask ourselves what are we going to do in a position. How do we
continue? If there are two to three choices of sound moves we have to find out through evaluation what is
the best plan in the position. Normally done if it’s your opponent’s turn.
BASIC QUESTIONS OF ANALYSIS:
Material --- Who is ahead in Material?
Mobility --- Who has the Better Piece Mobility?
Pawn Structure --- Who has the Better Pawn Structure?
Tactical Possibilities --- What are the Tactical Possibilities in the Position?
King Position --- Who has the Better King Position?
- Temporary Advantage-
o This is related to the time or moves to be made to improve the position e.g. (Badly Placed
Piece or Pieces, Development Advantage, A Tactical Possibility of an Attack against the
King or Pieces)
o Development, Positional, Mobility
“Intermediate check”:
Black plans to play h5; White’s king is far away. He must try to gain some tempo to delay Black’s advance.
1.Rg1+ An important check! 1...Kf5 [1...Kf3 2.Rh1 Wins
the pawn.] 2.Rh1 Forcing the king further back. 2...Kg6
3.Kb7 h5 4.Kc6 Kg5 5.Kd5 Kg4 6.Ke4 h4 7.Rg1+ Kh3
8.Kf3 Kh2 9.Rg4 h3 10.Rg3 and wins.
“Put rooks behind passed pawns”: This rule is 95% true in all rook endings that is why we must remember
it!
1.Ra4 Tying down Black's rook, this forces the
opposing king to help its piece which passive on
the queenside. 1...Kf6 2.Kf3 Ke6 3.Ke4 h5 4.f4 f5+
5.Kd4 Kd6 6.Ra3 Kc7 7.Kc5 Kb7 8.Kb5 Rd6 9.a6+
advancing the passed pawn. 9...Ka7 10.Kc5 Re6
11.Kd5 White's king goes to the kingside and
makes the final breakthrough with the help of the
rook. 11...Rb6 12.Re3! Rxa6 [12...Kxa6 13.Re6+-]
13.Re7+ Kb8 14.Re6 Ra3 15.Rxg6+- White wins all
black pawns.
How can white win? How can Black draw? How can White win?
Use a maneuver. Use tactics!
1. = 2. … = 3. WHITE WINS
5. WHITE TO PLAY
4 BLACK TO PLAY
Pawn Endings
Introduction:
The main objective of all pawn endgames is to promote your pawns to queens and gain material
advantage, and then eventually mate the opposing king. Pawn endgames represent the foundation of all
endgames. We have to master them in order to understand the various transpositions coming from the higher
forms of endings.
Learning the many strategic ideas and devices help the student select the right plan of action. In most cases
the value of tempo/extra move is so important that it affects the overall outcome of a situation. Precision is
required in calculating pawn endings.
OPPOSITION
Opposition can be defined as “when two kings face each other in odd numbered squares either
vertically, horizontally or diagonally, the side that moved last has the opposition”.
Opposition can be used in attack:
- The king breaking through the enemy pawns and capturing them.
- The king controlling a passed pawn’s key squares of promotion.
Opposition can be used in defense:
- The king defending an inferior position not letting the opposing king enter his position.
KINDS OF OPPOSITION
There are various kinds of opposition namely:
a. Frontal or Vertical Opposition
EXERCISES
WHITE TO PLAY AND WIN WHITE TO PLAY AND DRAW
-
SHOULDERING THE KING
Shouldering is the king’s ability to delay the
opposing king at the same time achieving his
desired objective squares. The king can either use
a maneuver called ‘curving’ or an additional
tempo of a pawn.
The ‘curving maneuver’ Ke6-d5-c6-b7 followed by
the capture of the a-pawn wins for white. While
the ‘straight’ Ke7-d7-c7-b7 only draws because
the Black king can go Kc3-d4-e5-d6-c7
3) White to play and win, 4) Black to play and win, 5) Black to play and win
Diagram 3: An exception to the rule, being the king too far away.
The White king uses the shadow of the queen to come nearer the
pawn.
1.Kb6 Kb2 2.Ka5+ Kc1 3.Qh1+ Kb2 4.Qg2+ Kb1 5.Kb4 a1Q
6.Kb3 and wins
Diagram 5: Rook vs. Knight is a draw; one must know the drawing
position and method of defense. As a rule the knight must always
be near the king since straying away can lead to its loss.
Diagram 6:Rook vs. Bishop is a draw; one must know the right
corner, which is the ‘wrong colored corner’ of the bishop.
1.Qe4+ Kh8 2.Qe8+ Kh7 3.Qe7 Rh6 4.Qf7 Rf6 5.Qe7 Black
cannot be in zugzwang, so draw!
Diagram 10: As a rule the knight has great difficulty against rook
pawns. They can draw on the 6th rank.
1.Kg2 Kb3 2.Nc1+ Kb2 3.Nd3+ Kc3 4.Nc1 Kb2 5.Nd3+ Kb1
6.Nb4 The knight halts the pawn advance!
Diagram 11: Here the draw is easy the knight being a flexible
piece.
The principle of two weaknesses can be defined as ‘an attack on two points on the chessboard’. Basically when you
attack two pieces at the same time this can be called a double attack; but in this case, we are focusing on targets such as
squares and pawns.
This form of strategy is very useful in grinding down through defenses and fortresses. Let us take some basic
endgame examples and apply the ‘principle of two weaknesses’.
The term ‘simplification’ in chess refers to exchanging or sacrificing material in order to change a complicated position to a
simpler one; the transformation depends on the goal we are aiming for whether a win or a draw.
IDENTIFYING TACTICS
By chess definition - tactics is the execution of a plan – it is the means to win the game or to draw; it is present
in every phase of a chess struggle.
The ability to identify tactics depends on how we observe the various interactions of the many pieces in the
board. Learning the fundamental motifs/themes and applying it regularly either by exercises or practical play will
make us good tacticians.
But always remember: good tactics on your side only comes with sound positions; that’s why we have to
value the ideas and principles learned and apply them in our games. We must build up our position correctly to
achieve tactics.
As for defense, especially in difficult and inferior positions, the anticipation of opponent’s threats helps us
resist longer and even win some cases.
Black has a weakness… How can White create attack? White played h5??
4W 5W 6W
Black played Ne4?? Black opened up with e5?! White played Qxc5?? …
7B 8W 9W
Find Black’s best move… Black just played Qxd4?? Find White’s best move…
Introduction:
Every chess player has two basic skills and they must be improved gradually. These are the ability to
calculate moves and the ability to visualize the position. The study and application of tactics is the most direct
way of improving one’s abilities.
The following instructions must be strictly implemented in order to maximize the benefits of this lesson:
1. Make sure to set up the position correctly.
2. Each diagram has two solutions, one for White and one for Black.
3. Give yourself enough time to solve one side and write down the moves.
4. As much as possible do not move the pieces, try to visualize the moves in your mind’s eye.
5. When time has elapsed, play over the solution and look for possible defenses for the other side.
6. Always remember to look for mate, if not, then win of material!
4W 5W 6W
7W 8B 9W
4W 5B 6W
7W 8W 9B
4W 5W 6W
7W 8W 9W
1W 2B= 3B=
4B 5B= 6B=
4w 5b 6b
7w 8w 9w